Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 11 · EIN 06-1053228 | Actuarial | $52,573 |
SHEPHERD KAPLAN LLC2+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $47,522 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $8,254 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $7,705 |
MORIARTY & PRIMACK2+ years Filed as: MORIARTY AND PRIMACK Service code 10 · EIN 04-3191789 | Accounting | $4,280 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 5.78% | 11.07%-5.3pp | 9.35%-3.6pp | 13.95%-8.2pp |
| Employer contribution / active EE | $6,369 | $14,286-55.4% | $25,504-75.0% | $16,598-61.6% |
| Participant deferral / active EE | $0 | $1,617-100.0% | $1,066-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |